O conhecimento dos últimos podcasts.

Episódios novos processados pelo Podwise, prontos para pesquisar, folhear e continuar no app.

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Goldman Sachs13 de nov.

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

Resumo de IA A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

CPI (Consumer Price Index)
The Fed (Federal Reserve)
Basis Points

EnglishResumo · Transcrição

Excess Returns13 de nov.

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

Resumo de IA Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

Magnificent Seven
CAPEX (Capital Expenditure)
Fed Model

EnglishResumo · Transcrição

Bloomberg Television13 de nov.

Ed Morse Says Oil Can Drop to $50 a Barrel

Resumo de IA Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

Brent Crude
Hartree Partners
OPEC

EnglishResumo · Transcrição

Bianco Research13 de nov.

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

Resumo de IA The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

CPI (Consumer Price Index)
Fed (Federal Reserve)
Basis points

EnglishResumo · Transcrição

CNBC Television13 de nov.

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

Resumo de IA Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

The Nvidia Way
Blackwell
Operation Economic Outcast

EnglishResumo · Transcrição

Eurodollar University13 de nov.

Commodity Markets Are Preparing for Something

Resumo de IA Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…